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Quick start guide
Get started with Web3 payments in a few minutes
This guide walks you through the Helio onboarding process. Once set up, you can start accepting Web3 payments across all Helio use cases including Pay Links, E-Commerce, Subscriptions, Paywalls and more.
Watch the demo video or follow the step-by-step guide below.
SAFETY:
Helio offers easy to use safety tools & merchant verification to help you make & accept payments with peace of mind.
- Wallet transparency
- Twitter confirmation badge
- Report suspicious links
- Slugs (aka unique URLs) such as hel.io/x/Customername
- Authentication options such as Discord SSO, NFT gating or passwords
Hit connect wallet button on the top right
Select blockchain and crypto wallet of your choice
Approve the sign-in message with your wallet
The single-pane of glass to see all of your Web3 payments including sales, incoming & outgoing transactions, edit or set up new payments, generate API keys and customise your Helio experience.
You can disconnect or change wallet at any time from the top right. Once logged in head straight over to Settings on the left hand nav.
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Helio dashboard
Customise your Helio experience by completing the Account settings as follows. Your email address is used to receive payment notifications and your other details can be tagged to the customer section of your transaction receipts when making payments via Helio yourself.
Customise your checkout experience by completing the fields in Merchant settings below:
Company name, logo and website are displayed on your checkout pages and other details are tagged to the Merchant section of your transaction receipts when selling via Helio. Your Twitter account can be verified by Helio to earn a verified blue tick on your checkout pages.
You're now ready to set up your first payment. If you're a developer, you can also generate your API key in settings for various integration options and configure a Discord bot for subscription payments inside your Discord server.
Select the Create payment button and follow the steps. Choose Invoices; Pay Links for 1-time payments such as E-commerce, NFT presales, Tips; and Pay Streams for recurring payments use cases such as Subscriptions, Paywalls and Helio Play.
Create payment page, follow the simple steps to add your product and pricing details. It's recommended to enable "Wallet transparency" to display your wallet to customers before purchasing to signal maximum trust
Pricing options - demo
Generate a "no-code" checkout link
In addition to Helio checkout links, you can embed Helio Pay components directly into your own websites, apps or checkout flow.
Merchants track all incoming sales (as well as outgoing transactions when paying via Helio) on the dashboard as well as a drill-down view by selecting Transactions from the left hand nav.
Each transaction has an associated receipt including all relevant customer details. Transaction data can be exported via CSV, automated into a Google Sheet or accessed and integrated into any system via our API. We offer "Webhooks" to developers to listen and build workflows around real-time events.
Manage your Payments from the dashboard or select Pay Links / Pay Streams / Invoices from the left hand nav. You can edit, duplicate, disable (and re-enable) and share payments.
Manage your payments in a single place
Disable payment and re-enable at any time
The address book helps you manage customer records, track sales by customer and manage recipients for outgoing payments.
Add customer details to your address book with a single click
You're now ready to start selling with Web3 payments! Please continue to explore further documentation for your specific use cases or jump into our Discord for support.
Last modified 25d ago